See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,660 | $86,897+101.0% | $151,611+15.2% | $64,808+169.5% |
| Participation rate | 90.3% | 87.3%+3.0pp | 87.5%+2.8pp | 71.5%+18.8pp |
| Annual return | 24.54% | -3.57%+28.1pp | 3.33%+21.2pp | 32.82%-8.3pp |
| Employer contribution / active EE | $4,699 | $4,010+17.2% | $6,166-23.8% | $2,506+87.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |